Aditya Birla Sun Life Equity Advantage Fund vs Quant Large and Mid Cap Fund compare
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5483 Cr | ₹3612 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Feb 1995 | 09 Jan 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
Turn Over | 62% | % |
Expense Ratio | 1.9 | 1.9 |
Manager | Atul Penkar | Sanjeev Sharma |
ISIN Code | INF209K01165 | INF966L01341 |
Exits Load | Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | 1.05% | 2.49% |
6 Month | -4.78% | -7.12% |
1 Year | 3.5% | -5.43% |
3 Year | 10.28% | 17.4% |
5 Year | 21.13% | 26.53% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 0.5% | 0.56% |
1 Year | -7.11% | -12.76% |
3 Year | 12.49% | 16.42% |
5 Year | 12.71% | 19.98% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 15.78% | - |
3 Year | 14.79% | - |
5 Year | 15.2% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.91% | 16.673% |
Sharp | 0.15% | 0.777% |
Beta | 1.03% | 1.094% |
Alpha | -7.22% | 4.454% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Name | Atul Penkar | Sanjeev Sharma |
Total AUM | ₹21393 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 1.4 | 12.41 |
Large Cap | 50.87 | 46.43 |
Mid Cap | 35.94 | 40.82 |
Small Cap | 11.36 | 0.34 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 1.4 | 12.41 |
Petroleum Products | 4.54 | - |
Electrical Equipment | 1.57 | - |
IT - Software | 6.51 | - |
Retailing | 5.38 | - |
Construction | 4.3 | - |
Finance | 8.87 | - |
Pharmaceuticals & Biotechnology | 3.5 | - |
Non - Ferrous Metals | 1.76 | - |
Banks | 14.02 | - |
Chemicals & Petrochemicals | 1.22 | - |
Healthcare Services | 2.09 | - |
Aerospace & Defense | 2.53 | - |
Auto Components | 6.78 | - |
Leisure Services | 3.61 | - |
Consumer Durables | 3.53 | - |
Power | 1.78 | - |
Automobiles | 2.27 | - |
Transport Services | 2.85 | - |
Insurance | 1.74 | - |
Industrial Products | 3.72 | - |
Textiles & Apparels | 3.03 | - |
Beverages | 2.74 | - |
Diversified Metals | 0.77 | - |
Realty | 1.84 | - |
Telecom - Services | 1.93 | - |
Ferrous Metals | 2.01 | - |
Cement & Cement Products | 2.58 | - |
Transport Infrastructure | 0.7 | - |
Energy | - | 9.95 |
Financial Services | - | 14.03 |
Industrials | - | 16.07 |
Consumer Defensive | - | 18.28 |
Basic Materials | - | 9.3 |
Healthcare | - | 6.82 |
Communication Services | - | 1.8 |
Consumer Cyclical | - | 6.97 |
Utilities | - | 4.37 |
Top Comparisons
Kotak Consumption Fund - Regular (G)
3Y Returns0%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns17.97%
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.24%
SBI Magnum Comma Fund - Regular Plan - Growth
3Y Returns10.43%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns14.61%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns5.99%
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
3Y Returns0%